RIA Intel›Advisers›Illinois›LAKE JERICHO, LLC

LAKE JERICHO, LLC

Advisory

CHICAGO, IL

Data as of May 6, 2026 · Source: SEC Form ADV

Rank in IL
#1,319
of 1,719 advisers by AUM
Average account
$341K
across 93 accounts
AUM per adviser
$32M
1 adviser

Source: SEC Form ADV. Figures as filed May 6, 2026.

Total AUM
$32M
Discretionary %
100%
Clients
73
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients73
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, KY, MI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

FIRST HORIZONS UNLIMITED, INC.
CHICAGO, IL
$32M
-22.3% 1Y
MATTHEW J E LLC
HIGHLAND PARK, IL
$32M
GOLDEN TRAIL ADVISERS, LLC
BURR RIDGE, IL
$32M
+13.6% 1Y
WRIGHT BENEFIT ADVISORS INC.
LAKE FOREST, IL
$32M
AVISTA FINANCIAL NETWORK, INC.
NORTHBROOK, IL
$32M
COLE PARTNERS ASSET MANAGEMENT, LLC
CHICAGO, IL
$32M
-36.0% 1Y

Get the full picture on LAKE JERICHO, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LAKE JERICHO, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans